See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,628 | $48,046-9.2% | $84,611-48.4% | $72,985-40.2% |
| Participation rate | 11.1% | 57.6%-46.5pp | 68.2%-57.1pp | 69.5%-58.4pp |
| Annual return | 21.23% | 37.38%-16.2pp | 258.74%-237.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $356 | $1,602-77.8% | $2,652-86.6% | $2,440-85.4% |
| Participant deferral / active EE | $860 | $2,680-67.9% | $3,899-77.9% | $3,607-76.1% |
| Admin fee / account holder | $17 | $3,395-99.5% | $4,912-99.7% | $5,124-99.7% |